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EXCEPTIONAL WEALTH MANAGEMENT

PHILIP RONGO

OVERVIEW

Dedicated to Your Success

Providing objective, disciplined advice, we guide our clients to make informed financial decisions. We work with a wide-array of clients at all times of life and levels of sophistication. Always acting with the utmost care, we assure your best interests and goals are served and protected.

What Sets Us Apart

Forget the old “buy-and-hope-for-the-best” mindset. We use time-tested strategies to develop a strong tactical plan. Utilizing techniques that sophisticated money managers around the globe have employed for generations, we design a customized portfolio based on the undeniable law of supply and demand.

Our Philosophy

We equate navigating the investment markets to be much like taking a ship to sea. Your wealth must weather storms and perils, while still being able to make the most of fair weather. Any sailor can take the helm during calm seas, but you need a seasoned captain to navigate through the inevitable storms. We offer decades of the insight, discernment and balance you need to help get your ship safely to your destination.

Our Personalized Approach

No matter where you are in your financial life or what your financial goals are, we can work with you to create a unique, customized plan, taking you where you want to go.

PHILIP RONGO

OVERVIEW

Dedicated to Your Success

Providing objective, disciplined advice, we guide our clients to make informed financial decisions. We work with a wide-array of clients at all times of life and levels of sophistication. Always acting with the utmost care, we assure your best interests and goals are served and protected.

What Sets Us Apart

Forget the old “buy-and-hope-for-the-best” mindset. We use time-tested strategies to develop a strong tactical plan. Utilizing techniques that sophisticated money managers around the globe have employed for generations, we design a customized portfolio based on the undeniable law of supply and demand.

Our Philosophy

We equate navigating the investment markets to be much like taking a ship to sea. Your wealth must weather storms and perils, while still being able to make the most of fair weather. Any sailor can take the helm during calm seas, but you need a seasoned captain to navigate through the inevitable storms. We offer decades of the insight, discernment and balance you need to help get your ship safely to your destination.

Our Personalized Approach

No matter what age or life point our clients might be when they come to us, we develop an analysis of their retirement prospects and a plan to reach their retirement goals.

SERVICES

WE OFFER WEALTH ACCUMULATION, INCOME PLANNING AND FORWARD PLANNING FOR A WIDE VARIETY OF CLIENTS.
A SAMPLING OF OUR TOP-TIER SERVICES INCLUDES:

For the Self-Employed

Risk management, sophisticated retirement plans, tax minimization strategies, business continuation and succession strategies…

For the Corporate Executives

Stock option strategies, deferred compensation, 401K and retirement plans, employment changes…

For Retirement

Paycheck replacement strategies, estate planning, social security maximization techniques, intergenerational wealth transfers, charitable bequests…

ACCOUNT ACCESS​

* External services provided by IBEX.

Here's why we excel while others simply make do…​

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We offer services that are a cut-above, uniquely tailored to each client’s particular circumstances and goals. We will not offer you a pie-chart or cookie cutter plan. We will take the time to develop a distinctly unique approach that is customized to your life situation, planning for now and the future. From the typical to the not-so-typical, such as mortgage advice, career change impact planning, long-term care, wealth transfers, charitable giving or even coordinating a financial team (attorneys/accountants) – we assist our clients through all storms and stages of life.

ADVANTAGES

YOU’VE WORKED HARD TO EARN YOUR SUCCESS – NOW IS THE TIME TO TAKE IT TO THE NEXT LEVEL…

Forward Planning

We offer wealth accumulation strategies, real-estate acquisition/disposition planning, career changes impact planning, coordination of your financial team – attorneys, accountants, etc., retirement capital sufficiency analysis and action plan.

Business Owner

Alongside our many other services, we provide Business Risk Management strategies via managing insurance deductibles and allowing for enhanced cash-flow and/or savings. In addition, offering sophisticated Retirement plans with potential pre-tax contributions of upwards of $200,000 per year.

Leaving a Legacy

Planning for the transfer of assets after death can be one of the most important actions you can take, saving your family time, money and offering relief during a difficult time. We also develop intergenerational and legacy wealth transfers, and charitable bequests.

Life Transistions

Life is in constant transition – marriage, divorce, children, second marriages, aging parents, etc. With the proper guidance it doesn’t have to be difficult or confusing to forge ahead. Our experience can help you navigate your forward course.

Wealth Management

Our investment universe spans the globe via the six macro investment categories, and we’re always looking for the strongest asset classes. Our in-depth analysis and decades of experience allows us to offer proactive strategies and wealth protection systems our competitors may not even realize are available!

Preparing to Retire

No matter what age or life point our clients might be when they come to us, we develop an analysis of their retirement prospects and a plan to reach their retirement goals.

aDVANTAGES

YOU’VE WORKED HARD TO EARN YOUR SUCCESS – NOW IS THE TIME TO TAKE IT TO THE NEXT LEVEL…

Forward Planning

We offer wealth accumulation strategies, real-estate acquisition/disposition planning, career changes impact planning, coordination of your financial team – attorneys, accountants, etc., retirement capital sufficiency analysis and action plan.

Business Owner

Alongside our many other services, we provide Business Risk Management strategies via managing insurance deductibles and allowing for enhanced cash-flow and/or savings. In addition, offering sophisticated Retirement plans with potential pre-tax contributions of upwards of $200,000 per year.

Leaving a Legacy

Planning for the transfer of assets after death can be one of the most important actions you can take, saving your family time, money and offering relief during a difficult time. We also develop intergenerational and legacy wealth transfers, and charitable bequests.

Life Transistions

Life is in constant transition – marriage, divorce, children, second marriages, aging parents, etc. With the proper guidance it doesn’t have to be difficult or confusing to forge ahead. Our experience can help you navigate your forward course.

Wealth Management

Our investment universe spans the globe via the six macro investment categories, and we’re always looking for the strongest asset classes. Our in-depth analysis and decades of experience allows us to offer proactive strategies and wealth protection systems our competitors may not even realize are available!

Preparing to Retire

No matter what age or life point our clients might be when they come to us, we develop an analysis of their retirement prospects and a plan to reach their retirement goals.

Are you ready to take the next step financially?​

Contact me for a professional, honest analysis of your needs.

CONTACT ME​

I'LL DO MY BEST TO ANSWER ANY QUESTIONS YOU MAY HAVE.​

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    I'M HERE TO SERVE YOUR FINANCIAL NEEDS.